See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,450 | $109,413-92.3% | $156,263-94.6% | $84,808-90.0% |
| Participation rate | 96.3% | 72.7%+23.6pp | 78.9%+17.4pp | 68.3%+28.0pp |
| Annual return | 29.89% | 20.18%+9.7pp | 59.47%-29.6pp | 40.90%-11.0pp |
| Employer contribution / active EE | $2,016 | $2,907-30.6% | $4,333-53.5% | $2,631-23.4% |
| Participant deferral / active EE | $3,062 | $4,590-33.3% | $6,158-50.3% | $4,212-27.3% |
| Admin fee / account holder | $641 | $9,357-93.1% | $14,255-95.5% | $7,344-91.3% |